Tips, Tricks & Best Practices

GHohn
Miembro

Deal Stage Amount Over Time

resolver

Is there a way to create a report for a specific deal stage amount over time.  For example, we have a deal stage of "estimate provided" i want to track this value each day and show the amount from each day over time to see how it fluctuates.

0 Me gusta
1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Deal Stage Amount Over Time

resolver

Hi @GHohn 

 

In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do. 

 

I've seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e: 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Ver la solución en mensaje original publicado

1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Deal Stage Amount Over Time

resolver

Hi @GHohn 

 

In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do. 

 

I've seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e: 

Hope this helps.

Phil Vallender | HubSpot Website Agency